Send first message to new leads and log activity

Your new digital leads go unanswered after capture, leaving reps without outreach context. You get a consistent first contact and a deal note logged within minutes.

Overview

When leads enter your automation, they should get a consistent first outreach and your reps should see that action immediately. This workflow sends a templated first message, waits a short window for enrichment, and logs the contact on the deal so reps can follow up informed within minutes.